Monthly Meeting

March 17,2026

11:15am- 1:00pm

"Inside the Gift Planner's World: Partnering for Purpose and Client Impact"

Juan Ros, CFP(R),AEP(R),CSPGSM,CEPA(R)

Partner
Forum Financial Management LP

Gift planners are among the most valuable allies financial advisors can have when working with charitably inclined clients. This session demystifies the world of charitable planning professionals - what they do, how they think, and how to work together to enhance client outcomes. Learn how collaboration with gift planners can help you create more meaningful client relationships, deliver better tax and legacy solutions, and expand your practice in the process.

Learning objectives:

• Describe the role and expertise of charitable gift planners.

• Identify client situations where collaboration with a gift planner adds value.

• Understand the range of charitable tools gift planners help implement.

• Recognize how philanthropy strengthens client relationships and differentiates an advisory practice.

• Apply a framework for initiating productive partnerships with charitable professionals.

Program is Pending Approval for 1PT  CE Credit

Program is Pending Approval for one (1) hour of   CE credit

You Could be This Program's Sponsor!